Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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QuickNote: CITIC Secs to sell NSSF H-shares at HUGE discount - Strategic? Hmmm....
CITIC Securities last night announced that it had formed a 'Strategic Cooperation Framework Agreement' with China's National Social Security Fund,...
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QUICK NOTE: China Brokers Share Issuance: CITIC Secs gets CSRC OK to issue US$6bn
While not unexpected, the train chugs on....China brokers continue to issue equity, and launch IPOs.After GF Securities (1776 HK) launched a US$4bn...
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Hong Kong's Future? 3 structural bears for retailer/tourism
Street observers are blaming the slow down in visitor traffic from mainland as a result of the pro-democratic Occupy Central, increasing tension...
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StubWorld: Absent Borrow, GMO Internet (4784) Is An Avoid
The trade is simple - avoid GMO Internet (4784 JP). Or take down borrow, where possible, for the persistent few who are up to the challenge.
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